The client stack stays in the client workspace.

Catalogue, booking, and routing attach to the client. They do not replace the store, calendar, or tools the client already runs.

Website, then knowledge, then action.

Then the systems they already run.

  1. Website

    Connect the client site. That is the first approved source.

  2. Knowledge

    Pages, files, and policies stay in the knowledge lane on that client.

  3. Action

    Website Chat, WhatsApp, Instagram, and AI Forms turn questions into a next step.

  4. Systems

    Contact Requests, scheduling, exports, and webhooks keep the existing stack involved.

Keep source material next to the conversation.

Two lanes, one client.

The agency approves website and policy content for the knowledge lane. Live store products stay in dedicated catalogue tools, attached to the same client workspace.

Catalogue, scheduling, routing.

Each connection has its own page.

Sell the service.

Keep the infrastructure.

Create an agency workspace
Start with a client